+748.4%
ASX vs ARWR
+906.2%
-157.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.2% | +6.3% |
| 7D | -19.9% | -2.9% | -17.0% | -19.5% |
| 30D | -30.9% | -5.4% | -25.5% | -30.3% |
| 3M | -15.1% | -32.2% | +17.2% | -10.9% |
| 6M | -6.5% | -26.5% | +20.0% | -3.0% |
| YTD | +98.4% | -12.4% | +110.8% | +100.6% |
| 1Y | +107.9% | +46.9% | +61.0% | +96.3% |
| 3Y | +325.3% | +116.0% | +209.3% | +264.7% |
| 5Y | +447.3% | -28.0% | +475.3% | +407.6% |
| All | +748.4% | +906.2% | -157.8% | +562.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling